Work with a True Fiduciary.
A Limited Liability Company
PRESIDENT & CEO
MEET KATHERINE L. BROWN, FINANCIAL ADVISOR
Many people come to me for help with financial planning transitions that occur mid-life. Planning for what-if retirement projections, tax-efficient investing, the death of a spouse, divorce, downsizing, taking social security, pension decisions, inheritance stewardship, etc. are some of the many scenarios my clients face.
Others have life demands that keep them too busy to stay on top of their investment portfolios, and keep on track with their long-term goals. Some of those goals have included college funding, relocation, upsizing, major purchases (think vacations, cars, and boats), and benefits planning at work. Often people let important things in a busy family slip through the cracks. Some of these life decisions include updating investment plans, validating estate plans, and making sure that they have planned for unforeseen risks.
My clients have the luxury of having a trusted fiduciary who is easy to reach, whether it's a phone call, an office visit, or a virtual screen-sharing meeting. Clients find that the boutique atmosphere of the office, is unique, refreshing, and personable.
I earned a Bachelors degree at Stanford University in Palo Alto, California, and then continued my studies at the University of California in Los Angeles (UCLA), where I graduated with distinction from their Financial Planning program. I was admitted to the National Association of Personal Financial Advisors in 2005. I am honored to be a fee-only NAPFA Registered Financial Advisor in the state of Virginia and look forward to meeting you.
"People who may need a financial plan and investors selecting a financial professional will encounter “fee-only” advisers and “fee-based,” or commission-based financial advisers. What’s the difference between the two? The terms sound similar, but there are important differences between these types of financial professionals"
- Yahoo Finance
EASY FEE-ONLY SERVICE
JUST PURE FINANCIAL ADVICE
Let us help you along the road of life, creating a written and detailed financial plan, updating it as needed throughout the year, and helping to implement the necessary steps to achieve your goals. Visit the office or schedule a conference call as many times you need throughout the year with a Financial Advisor.
Hire us to manage your portfolio with the flexibility of liquidity and the savings of no-load funds with little or no trading fees from our custodians. Even include your outside company retirement plan accounts if you want. Investment management is also available for annuities, variable life insurance and college savings plans.
HOURLY WALK IN AND PROJECT
Come in for quick second professional opinion on what you are doing on your own, or what you have hired someone else to do. "Client" status ends after you leave the office or after the project is complete. No long term commitment needed!
“Wealth gained hastily will dwindle, but whoever gathers little by little will increase it.”
- PROVERBS 13:11 -
THE TRUE BENEFITS
OF AN ADVISOR
QUALITY YOU CAN COUNT ON
Advice on retirement planning and projected cash needs
Advice on creating a financial plan and setting goals
Advice on annuity and/or pension planning or investing
Advice on selecting investments in my company 401(k), TSA, 403(b), or profit sharing plan
Advice on Lump Sum Rollovers or choosing IRAs
Advice on buying my house or investment property
Advice on what type of mortgage is best for my situation
Advice on the difference between life insurance products
Advice on planning for my child’s college education